+806.5%
CVS vs OVV
+162.8%
+643.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.3% |
| 7D | +4.0% | +0.3% | +3.7% | +3.9% |
| 30D | -2.4% | +11.7% | -14.1% | -3.7% |
| 3M | +2.7% | +9.8% | -7.1% | +1.4% |
| 6M | +21.9% | +26.6% | -4.7% | +18.1% |
| YTD | +24.7% | +67.0% | -42.3% | +16.7% |
| 1Y | +35.4% | +55.9% | -20.5% | +27.4% |
| 3Y | +65.2% | +45.5% | +19.7% | +54.2% |
| 5Y | +30.5% | +157.3% | -126.8% | +10.2% |
| 10Y | +40.4% | +65.0% | -24.6% | +6.2% |
| All | +806.5% | +162.8% | +643.7% | +439.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling